Finance jobs in South Africa
Client-Focused Financial Advisor & Planner
Momentum
Commissioned Financial Adviser (Pietermaritzburg/ Estcourt/ Howick)
Old Mutual South Africa
Entrepreneurial Financial Advisor: Create Lifelong Plans
Old Mutual South Africa
Part-Time Financial Adviser: Build Trust & Drive Growth
Old Mutual
Part Time Financial Adviser (Hillcrest/ Kloof/ Wyebank/ Pinetown/ New Germany)
Old Mutual
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Old Mutual
Entrepreneurial Financial Advisor – Africa Growth
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Durban Financial Controller: Journals & Management Accounts
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Head of Forensic Accounting & Financial Crime Strategy
Financial Intelligence Centre
Director Of Forensic Accounting & Financial Crime Strategy
Financial Intelligence Centre
Head of Financial Resource Strategy & Capital Allocation
Absa Bank Limited
Growth-Focused Financial Adviser | Consultative Selling
Old Mutual
Advancing Financial Adviser (Richards Bay/ Empangeni/ Esikhawini and Surrounds)
Old Mutual
Growth-Focused Financial Adviser | Consultative Selling
Old Mutual
Part-Time Financial Adviser: Build Trust & Drive Growth
Old Mutual
Strategic Financial Adviser: Grow Impact in Africa
Old Mutual
Commissioned Financial Adviser (Mthatha and Surrounds)
Old Mutual
Advancing Financial Adviser (Butterworth and Surrounds)
Old Mutual
Part Time Financial Adviser (Ladysmith/ Bergville/ Dundee/ Glencoe/ Nqutu)
Old Mutual
Advancing Financial Adviser (Richards Bay/ Empangeni/ Esikhawini and Surrounds)
Old Mutual
Growth-Focused Financial Adviser | Consultative Selling
Old Mutual
Advancing Financial Adviser (Hillcrest/ Kloof/ Wyebank/ Pinetown/ New Germany)
Old Mutual
Client-Focused Financial Advisor & Planner
Job summary
A leading financial services company in South Africa is seeking to attract, acquire, and retain clients by selling financial products. The role involves creating personalized financial and investment plans for clients while ensuring compliance with regulatory requirements. Candidates should have a relevant qualification, strong computer literacy, and at least 1-5 years of experience in the financial services industry, depending on their qualifications. Fluency in English and a driver's license are desirable.
Qualifications
- 5 years’ experience for individuals with matric.
- 1-2 years’ experience for individuals with undergraduate degree (preferred).
- Relevant regulatory examinations if you are already working in the financial services industry.
Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details.
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.